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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$29.9M
3
+$29.7M
4
SO icon
Southern Company
SO
+$27.7M
5
AMT icon
American Tower
AMT
+$27.5M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$29.5M
4
PAYX icon
Paychex
PAYX
+$29.1M
5
UL icon
Unilever
UL
+$26.2M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.01M 0.01%
16,169
+9,805
927
$1.01M 0.01%
205,300
+10,500
928
$1.01M 0.01%
25,803
+1,728
929
$1M 0.01%
4,311
+505
930
$1M 0.01%
41,055
+21,652
931
$1M 0.01%
2,955
-21
932
$998K 0.01%
47,817
-17,857
933
$992K 0.01%
27,352
-2,777
934
$992K 0.01%
42,398
+10
935
$990K 0.01%
85,338
+4,006
936
$989K 0.01%
41,614
-32,799
937
$987K 0.01%
37,319
+1,495
938
$986K 0.01%
84,959
-9,904
939
$985K 0.01%
32,540
+2,245
940
$984K 0.01%
102,428
+9,245
941
$984K 0.01%
137,524
+8,300
942
$983K 0.01%
18,493
+4,099
943
$982K 0.01%
24,730
+9,104
944
$978K 0.01%
6,814
+6,515
945
$976K 0.01%
72,475
-1,304
946
$973K 0.01%
12,966
+1,836
947
$969K 0.01%
2,636
+124
948
$967K 0.01%
7,550
+1,254
949
$966K 0.01%
155,329
+12,499
950
$958K 0.01%
39,644
+664
36 37
38
39 40